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  • Spotlight on RIVA: CRM integration for Oracle CRM on Demand and Microsoft Exchange

    - by Richard Lefebvre
    Introducing Riva from Omni - an Oracle ISV partner specializing in Enterprise Management and Integration Solutions Riva delivers advanced, server-side integration for Oracle CRM On Demand and Microsoft Exchange or even Novell GroupWise. Riva allows Oracle customers to go beyond the standard Outlook plug-in to deliver additional value for the end user as they interact between Outlook and CRM On Demand. Riva syncs CRM On Demand to ALL Exchange mail apps, not just Windows Outlook.  So, whether customers are using Outlook 2010, Outlook Web Access (web client), Outlook 2011 for Mac, Apple Mail, Outlook on Citrix  or a mobile device, Riva's got them covered. There are no plug-ins to be installed, configured, managed and maintained on users' desktops, laptops as Riva delivers Server-side synchronisation for CRMOD and Exchange. The automation of CRM and Outlook integration will remove the reliance upon users to synchronise between the two with Riva handling this process. Riva allows administrators to define sync policies and apply them to individuals or groups of users depending on their sync requirements. Administrators will be able to determine and manage the exposure of the most pertinent detail to be synchronised between Outlook and CRM On Demand. Custom and organic contact filtering for large deployments i.e. Based on ownership, groupings and contact frequency, filters can be applied on what contact records are shared with the users. Riva provides the capability to synchronise CRM and Outlook beyond Contacts, Calendar entries and Email. The synchronisation can be extended to cater for  opportunities, quotes and custom objects for example within the Outlook interface. Riva SmartConvert Folders can automate the creation of opportunities and associated contacts for example if they don't already exist. This can facilitate a reduction in manual detail entry through quick association whilst also benefiting user adoption. From a mobile perspective, Riva allows users to view and manage their CRM On Demand contacts, calendar, tasks, opportunities and cases from iPad, iPhone, Android and BlackBerry devices.  Again, there are no mobile apps or additional plugins to install, configure or manage. We sync CRM On Demand to Exchange.  Because the mobile device is connected to an Exchange mailbox, the information automatically syncs down to the native address book, calendar and mail apps on the smartphone or tablet. Riva Datasheet for CRM On Demand Riva Brochure – Oracle CRM On Demand  Technical Knowledgebase & Riva Trial  http://kb.omni-ts.com/47/ Comparison to Outlook Plug-ins Riva Diagram – Riva Comparison with Outlook Plug-ins Contact: Wolfgang Berger - [email protected]

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  • Il CRM è al passo con i tempi?

    - by antonella.buonagurio(at)oracle.com
    Il Social Customer Relationship Management è nato grazie alla rivoluzione portata dal Web 2.0, un cambiamento epocale nelle modalità di comunicazione che ha aggiunto una incredibile ricchezza alle conversazioni tra aziende e consumatori. Le aziende dispongono adesso di strumenti per comprendere il proprio mercato senza precedenti, i consumatori, a loro volta, hanno il potere di utilizzare nuovi canali per esprimere le proprie esigenze e per comunicare e condividere commenti ed esperienze. Ma il Web 2.0 non è il solo fattore che impatta sulle scelte strategiche in ambito CRM  che ogni azienda deve considerare per sostenere  questo nuovo rapporto con i propri consumatori.    Vuoi scoprire quali sono le forze (o fattori) che le aziende devono considerare affinchè i processi di gestione della relazione con i clienti stiano al passo con le mutate condizioni sociali ed economiche?   Per saperne di più:   Il whitepaper realizzato da Oracle, Paul Gillin ed  IT Business Edge  ne delinea alcuni: 1.      Il Business. Come è cambiato in funzione dell'esperienza multicanale ora possible, della centralità del cliente e dei social networking che dominano le relazioni on line? 2.      La tecnologiaLe aziende oggi per guadagnare vantaggio competitivo devono dotarsi delle più innovative tecnologie per dare maggior valore al proprio business e per ridurre al minimo i costi di infrastruttura. Quali sono e quali sono gli effettivi vantaggi?   e altri ancora ...... leggendo il white paper "Is your CRM solution keeping up with the times?"

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  • OpenWorld: Spotlight on Fusion CRM

    - by Tony Berk
    Oracle OpenWorld is less than 2 weeks away, so you need to start figuring out how you are going to maximize your week. I don't want to discourage you, but I'm pretty sure it is impossible to attend all 2000+ sessions. So you need to focus on what's important to you. Many of our CRM customers will be interested in Fusion CRM, since they have already started Fusion implementations or determining when to start. If that's you, or you are just looking for an overview of Fusion CRM, we've got you covered! Let's start at the top! For an overview of what is in Fusion CRM and where it is going, you should attend the general session and roadmap session: General Session: Oracle Fusion CRM—Improving Sales Effectiveness, Efficiency, and Ease of Use (Session ID: GEN9674) - Oct 2, 11:45 AM. Anthony Lye, Senior VP, Oracle leads this general session focused on Oracle Fusion CRM. Oracle Fusion CRM optimizes territories, combines quota management and incentive compensation, integrates sales and marketing, and cleanses and enriches data—all within a single application platform. Oracle Fusion can be configured, changed, and extended at runtime by end users, business managers, IT, and developers. Oracle Fusion CRM can be used from the Web, from a smartphone, from Microsoft Outlook, or from an iPad. Deloitte, sponsor of the CRM Track, will also present key concepts on CRM implementations. Oracle Fusion Customer Relationship Management: Overview/Strategy/Customer Experiences/Roadmap (CON9407) - Oct 1, 3:15PM. In this session, learn how Oracle Fusion CRM enables companies to create better sales plans, generate more quality leads, and achieve higher win rates and find out why customers are adopting Oracle Fusion CRM. Gain a deeper understanding of the unique capabilities only Oracle Fusion CRM provides, and learn how Oracle’s commitment to CRM innovation is driving a wide range of future enhancements. There is also a General Session for all Fusion Applications providing insight into the current strategy of the full product line and a high-level roadmap for each product area: Oracle Fusion Applications—Overview, Strategy, and Roadmap (GEN9433) - Oct 1, 10:45AM. This session will be repeated on Oct 3, 10:15AM. Now, if you want to drill down into some more detail, there are a lot more sessions with Oracle product management and customers. I'll highlight a few, but suggest you review the Fusion CRM Focus On document, or the search in the Content Catalog or Session Builder.  Driving Sales Performance with Oracle Fusion CRM (CON9744) - Oct 3, 10:15AM. Demonstrates how sales executives can gain instant visibility into their business, deliver pervasive coaching to their reps, maximize their sales pipeline, and drive team alignment. The result is increased sales performance that enables sales executives to deliver more revenue without increasing their resources or expenses. Maximize Your Revenue Potential with Oracle Fusion CRM Sales Planning (CON9751) - Oct 2, 1:15PM. Learn how Oracle Fusion CRM helps companies intelligently optimize sales planning and manage sales performance including the ability to predict their future sales opportunities and use those predictions in conjunction with past sales data to optimally define their sales territories, sales quotas, and incentive compensation plans. Boost Marketing’s Contribution to Revenue with Oracle Fusion CRM Marketing (CON9746) - Oct 3, 11:45AM. Learn how Oracle Fusion CRM can help your organization integrate sales and marketing, using one CRM platform. See how Oracle Fusion CRM can help your organization learn where to invest its precious marketing dollars; drive more revenue with cross-channel marketing and prospecting capabilities, including and not limited to e-mail, Web, and social media; improve lead conversion with integrated lead management functionality; and do more with less by automating many manual tasks. Oracle Fusion CRM: Social Marketing (CON11559) - Oct 1, 3:15PM. Learn how Oracle’s acquisition of Collective Intellect, Vitrue, and Involver extends Oracle Fusion Marketing as a world-class social marketing solution. Oracle Fusion Social CRM Strategy and Roadmap: Future of Collaboration and Social Engagement (CON9750) - Oct 4, 11:15AM. Hear how Oracle can help you know your customers better, encourage brand affinity, and improve collaboration within your ecosystem. This session reviews Oracle's social media solution and shows how you can discover hidden insights buried in your enterprise and social data. Also learn how Oracle Social Network revolutionizes how enterprise users work, collaborate, and share to achieve successful outcomes. Of course, we recommend you hear from the current Fusion CRM customers too. So, don't miss Oracle Fusion Customer Relationship Management: Customer Adoption and Experiences (CON9415) on Oct 3 at 10:15AM for panel of customers discussing implementation experiences, best practices and benefits.  After listening to all of this great information, you are probably going to have questions. Well, the experts will be on hand to help answer your questions and plan how your organization can get going with Fusion CRM. Be sure to head down to the DEMOgrounds and CRM Pavilion in the Moscone West Exhibit Hall. And finally, there is the always popular Meet the Experts session focused on Fusion CRM (MTE9658) on Oct 2 at 5PM (pre-registration via Schedule Builder is recommended.) In addition, there are more sessions on Mobility, Extensibility, Incentive Compensation, Fusion Customer Hub and other key components of the Fusion Applications infrastructure, Oracle Cloud and much, much more! For a full list, utilize the Fusion CRM Focus On document and Content Catalog. Enjoy!

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  • SQL Server Agent was not running on Server Dynamics CRM 2013

    - by No1_Melman
    I'm trying to install Dynamics CRM 2013 on a server. This server is on a VM. There are several other VMs, an ADDS & DNS, a MSSQL and a WebServer VM. Each server is a Windows Server 2012 R2. The SQL Server is 2012 Enterprise. Each VM is part of the main Domain, set by the ADDS & DNS. NSLookup confirms I can see the computer at the right IP address. Each separate VM has its own static IP, the DNS is set to the ADDS & DNS. I use the domain administrator to log into all the servers, and make the that domain administrator a local administrator. I've set up all the domain users for the CRM and gave them appropriate permissions, I have also added the accounts to the appropriate places, such that the CRM Deployment user is in the SQL security. The SQL Agent is running. SQL server configuration manager has SQL server network configuration TCP/IP enabled to allow remote connections. The SQL server has the domain user as a administrator, which is the same user being used to install the CRM. In the CRM setup i point to the [Servername]\[Instance] and I have also tried just the [Servername]. to make this easier I called the server MSSQL and left the instance name to the default. I even install the MSSQL instance as the domain administrator. CRM can find the ReportServer url. I have enable all the ports required, including: 135, 1433, 1434, 2382, 2383, 4022. 1434 UDP. I feel like I have absolutely done everything, I have google many times and tried all the different methods, and for the life of me I cant seem to get the CRM setup to find the SQL server agent. It passes everything else perfectly fine. I can even ping the MSSQL server. What is the problem, why does the CRM still keep giving the error: SQLSERVERAGENT (SQLSERVERAGENT) service is not running on the server MSSQL On the MSSQL server, the name of the sql server agent service is: SQL Server Agent (MSSQLSERVER)

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  • Consumer Electronics Show (CES):CRM for High Technology Firms

    - by charles.knapp
    The Consumer Electronics Show, opening Thursday, showcases product innovations that stem from best practices in design, manufacturing, and distribution. Oracle and IBM invite you to learn best practices from peers, as well as why it matters to use CRM tailored for high technology firms -- offered only by Oracle. On Wednesday, January 5, 1-7 pm at the Bellagio Hotel Las Vegas, learn from peers at IBM, VTech, Plantronics, Cisco, Symantec, and Oracle about how to improve:Channel sales, marketing, and operations management - maximize new product introductions (NPI), sales, forecasts, training, channel promotions, and settlement Winning the deal - determine the right price for the right deal for the "perfect quote," capture the order, and manage orders Collaborative and rapid supply chain planning - improve agility, inventory turns, and profits Please join us for the Oracle/IBM CES High Technology Summit and make useful connections with your peers at the evening networking reception. Register now for this FREE event.

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  • Oracle CRM For Public Sector, Commercial Business, Education

    - by michael.seback
    Chongqing Transport Commission Improves Management of Transport Projects The Chongqing Transport Commission is responsible for public passenger, road, and waterway transport in urban and rural areas of Chongqing. The commission administers the region's road and water industry; oversees the construction of transport infrastructure; and manages civil aviation, railroads, roads, waterways, ports, and wharves. "After studying the IT initiatives of other provincial transport commissions, we decided to use Siebel Public Sector to build our integrated transport service system. The Siebel software offers powerful functions that allow us to integrate information and improve the management of our road, rail, and waterway infrastructure projects." - Chen Xiaoming, Vice Director, Information Center, Chongqing Transport Commission. Read more here. Siemens Information Services Increases Productivity by 20% Siemens Information Services Pvt, Ltd. provides back-office account processing services to Siemens' vendors. The company works with Siemens' healthcare, energy, and industry divisions in Europe, the United States, and parts of the Asia-Pacific region. It approves financial services such as processing payroll, accounts data, purchase orders, invoices, and payments, and also creates service catalogs for customers and internal teams. "Oracle CRM ON Demand provides us with a complete view of each customer's data from the moment they log a request to the time we close it. This has eliminated manual requests, and improved the service we offer to our clients across the Asia-Pacific region." -Sunil Zutshi, General Manager, IT, Siemens Information Services Pvt, Ltd. Read more here. China Distance Education Holdings Improves Call Center Productivity by 24% China Distance Education Holdings Limited is a leading provider of online education. The organization offers 174 courses through 16 Web sites, including accounting, healthcare, law, and engineering. In 2010, 215,000 students were enrolled. "Online education is a fast growing sector in China. To maintain our competitiveness, we implemented Oracle Contact Center Anywhere to make it easier and faster for our call center staff to respond to student enquiries. As a result, their productivity increased by 24%." - Qin Songjiang, Chief Technology Officer, China Distance Education Holdings Limited. Read more here.

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  • Oracle : du CRM au CX, Fusion CRM se met à l'heure de « l'expérience client »

    Oracle : du CRM au CX Fusion CRM se met à l'heure de « l'expérience client » Les temps changent, la manière d'analyser les comportements aussi. Pour Oracle, il était donc temps (d'après l'éditeur lui-même) de faire évoluer en profondeur Fusion CRM. De passage à Paris pour présenter les évolutions de son offre d'analyse de relations clients, David TICE ? vice-président d'Orcale ne charge des produits CRM - a fait passer un message clair : pour lui, la transformation du CRM vers le CX a commencé. [IMG]http://ftp-developpez.com/gordon-fowler/Orcale%20CRM1.png[/IMG] Qu'est-ce que le CX ? L'expérience (X) consommateur ( C ). Amazon avec ses listes et ces re...

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  • Creating Tables and Retrieving Query results with Dynamics AX 2009 business connector

    - by namenlos
    I'm writing a C# command line tool to fetch data from AX and to add data (create new tables) to AX. Fetching data from an AX table is easy and documented here: http://msdn.microsoft.com/en-us/library/cc197126.aspx Adding data to an existing table is also easy: http://msdn.microsoft.com/en-us/library/aa868997.aspx But I cannot figure out how to do two things: Create a new AX Table Retrieve data from an AX Query Can someone please share some sample code or give some pointers on where to start looking. My searches on Google and MSDN have not revealed much. NOTE: I am not an experienced AX or ERP developer.

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  • 5 tipologie di consumatori con cui confrontarsi per rendere vincenti le proprie strategie di CRM

    - by antonella.buonagurio(at)oracle.com
    Sono 5 le tipologie di consumatori che  rappresentano 5 differenti modalità di acquisto di cui le aziende devono tenere in considerazione nella pianificazione dei propri piani strategici del 2011. Oltre al "consumatore just-in-time", già citato in un precedente articolo apparso sul Wall Street Journal a Novembre ecco le altre tipologie evidenziate da Lioe Arussy (Strativity Group). Il consumatore alla ricerca degli sconti Il consumatore diffidente Il consumatore timoroso Il consumatore fai-da-te Il consumatore indulgente Per ognuno di queste categorie viene evidenziato il modello di comportamento e il conseguente modello di acquisto. Per saperne di più  

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  • Experiences with hosted (off-site) Microsoft Dynamics CRM?

    - by Beau
    We're currently testing Microsoft Dynamics CRM hosted by Fpweb. I've been asked by the lead on the project how we can increase the speed at which CRM pages in IE load. The delay seems reasonable to me for a virtual server located across the country. Has anyone succeeded in speeding things up with aggressive caching (i.e. a WAN accelerator) or by some other means? Do your employees complain about the speed of hosted Dynamics CRM?

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  • Fusion CRM ISV program is gaining weight: Examples of certified add-on's

    - by Richard Lefebvre
    The Fusion CRM ISV program is gaining traction. Please find below few examples of the partners having certified their add-on's to seamlessly work on top of Oracle Fusion CRM. For more information, please contact [email protected] ·         Opportunity-to-Quote.  Big Machines now integrates seamlessly to Oracle Fusion CRM, enabling customers with complex products and services and multiple sales channels to streamline the entire opportunity-to-quote process, including product selection, configuration, pricing, quoting, and approval workflows.  Create a custom hyperlink in the Opportunity to invoke Big Machines CPQ application to create a quote and sync up with the Fusion CRM custom quote object using the CRUD operations. The quote can be updated using the custom button in the custom tab in the opportunity details. See: http://www.bigmachines.com/oracle.php  ·         SaaS Billing and Subscription Management.  Is your prospect/customer asking whether top billing partners support Fusion CRM?  Positioning an integrated CRM solution for billing usage and subscription based services?  Need to implement a billable solution on the Oracle Java Cloud Service?  Aria Systems and Zuora have recently engaged with Oracle to deepen their integrations to Fusion CRM and team with Oracle for joint opportunities.  ·         Google Apps, SharePoint, Email-CRM Integrations o   Do your prospects use Google Apps in their business operations?  A “Best of AppExchange” award winner recently completed their integration for Fusion CRM.  CirrusInsight plugs Fusion CRM web services directly into Gmail, allowing you to search existing opportunity or contact, provide account information, and create an interaction such as phone call, appointment, or email against a customer or contact in Fusion CRM directly from Gmail.  o   An EMEA / France based partner, Aryvart provides bi-directional synchronization of appointments and tasks between Google calendar and Oracle Fusion CRM. For customers, it means adopting Oracle Fusion CRM while continuing to use Google calendar for appointments. o   Looking to lower the barrier and expand in SharePoint accounts?  InFact Group (EMEA / France & Germany) provides Microsoft SharePoint Connector for Oracle Fusion CRM. With this solution, you can store documents attached to an opportunity, into Microsoft SharePoint repository. For customers, it means adopting Oracle Fusion CRM while continuing to collaborate across existing content management infrastructure. o   Need to connect to MacMail, GroupWise, or Outlook/Exchange?  Omni Technology is a partner whose Riva CRM Integration recently engaged for support Fusion CRM as a key platform. Migration Tools from competitive CRMs, to Oracle Fusion CRM.  Data Migration Tools from legacy CRMs, to Oracle Fusion CRM.  A partner with the tools and techniques to speed adoption, Conemis provides data integration tools to export data from legacy CRM, and import into Oracle Fusion CRM via WebServices APIs. For customers, it means reducing cost of data migration from legacy CRM system into Oracle Fusion CRM. 

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  • Oracle CRM On Demand Release 24 is Generally Available

    - by Richard Lefebvre
    Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 We are pleased to announce that Oracle CRM On Demand Release 24 is Generally Available as of October 25, 2013 Get smarter, more productive and the best value with Oracle CRM On Demand Release 24. Oracle CRM On Demand continues to be the most complete Software-as-a-Service (SaaS) CRM solution available. Now, with Release 24, organizations of all types and sizes benefit from actionable insight anywhere, anytime, as well as key enhancements in mobility, embedded social, analytics, integration and extensibility, and ease of use.Next Generation Mobile and Desktop Solutions : Oracle CRM On Demand Release 24 offers a complete set of mobile and desktop solutions that improve productivity by enabling reps to access and update information anywhere, anytime. Capabilities include: Oracle CRM On Demand Disconnected Mobile Sales (DMS) – A disconnected native iPad solution, DMS has been further streamlined mobile sales process by adding Structured Product Messaging to record brand specific call objectives, enhancements in HTML5 eDetailing including message response tracking and improvements in administration and configuration such as more field management options for read only fields, role management and enhanced logging. Oracle CRM On Demand Connected Mobile Sales. This add-on mobile service provides a configurable mobile solution on iOS, BlackBerry and now Android devices. You can access data from CRM On Demand in real time with a rich, native user experience, that is comfortable and familiar to current iOS, BlackBerry and Android users. New features also include Single Sign On to enhance security for mobile users.  Oracle CRM On Demand Desktop: This application centralizes essential CRM information in the familiar Microsoft Outlook environment,increasing user adoption and decreasing training costs. Users can manage CRM data while disconnected, then synchronize bi-directionally when they are back on the network. New in Oracle CRM On Demand Desktop Version 3 is the ability to synchronize by Books of Business, and improved Online Lookup. Mobile Browser Support: The following mobile device browsers are now supported: Apple iPhone, Apple iPad, Windows 8 Tablets, and Google Android. Leverage the Social Enterprise Engaging customers via social channels is rapidly becoming a significant key to enhanced customer experience as it provides proactive customer service, targeted messaging and greater intimacy throughout the entire customer lifecycle. Listening to customers on the social channels can identify a customers’ sphere of influence and the real value they bring to their organization, or the impact they can have on the opportunity. Servicing the customer’s need is the first step towards loyalty to a brand, integrating with social channels allows us to maximize brand affinity and virally expand customer engagements thus increasing revenue. Oracle CRM On Demand is leveraging the Social Enterprise through its integration with Oracle’s Social Relationship Management (SRM) product suite by providing out-of-the-box integration with Social Engagement and Monitoring (SEM), Social Marketing (SM) and Oracle Social Network (OSN). With Oracle CRM On Demand Release 24, users are able to create a service request from a social post via SEM and have leads entered on a SM lead form automatically entered into Oracle CRM On Demand along with the campaign, streamlining the lead qualification process. Get Smarter with Actionable Insight The difference between making good decisions and great decisions depends heavily upon the quality, structure, and availability of information at hand. Oracle CRM On Demand Release 24 expands upon its industry-leading analytics capabilities to provide greater business insight than ever before. New capabilities include flexible permissions on analytics reports folders, allowing for read only access to reports, and additional field and object coverage. Get More Productive with Powerful Tools Oracle CRM On Demand Release 24 introduces a new set of powerful capabilities designed to maximize productivity. A significant new feature for customizing Oracle CRM On Demand is a JavaScript API. The JS API allows customers to add new buttons, suppress existing buttons and even change what happens when a user clicks an existing button. Other usability enhancements, such as personalized related information applets, extended case insensitive search provide users with better, more intuitive, experience. Additional privileges for viewing private activities and notes allow administrators to reassign records as needed, and Custom Object management. Workflow has been added to the Order Item object; and now tasks can be assigned to a relative user, such as an Account Owner, allowing more complex business processes to be automated and adhered to. Get the Best Value Oracle CRM On Demand delivers unprecedented value with the broadest set of capabilities from a single-provider solution, the industry’s lowest total cost of ownership, the most on-demand deployment options, the deepest CRM expertise and experience of any CRM provider, and the most secure CRM in the cloud. With Release 24, Oracle CRM On Demand now includes even more enterprise-grade security, integration, and extensibility features, along with enhanced industry editions to save you time and money. New features include: Business Process Administration: A new privilege has been added that allows administrators to override a Business Process Administration rule.This privilege permits users to edit a locked record, or unlock a record, in the event of a material change that needs to be reflected per corporatepolicy. Additionally, the Products Detailed object has been added to Business Process Administration, enabling record locking and logic to be applied. Expanded Integration: Oracle continues to improve Web Services each release, by adding more object coverage enabling customers and partners to easily integrate with CRM On Demand. Bottom Line Oracle CRM On Demand Release 24 enables organizations to get smarter, get more productive, and get the best value, period. For more information on Oracle CRM On Demand Release 24, please visit oracle.com/crmondemand

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  • Change value before sending an email in Microsoft Dynamic CRM

    - by jk
    Hi I have created one Email Template in Dynamic CRM 4. The template look like as following Dear {!User:Full Name} you received one assignment. output of the email as following Dear John Smith you received one assignment. now I need to change the value as just John. we do not have attribute like first name and last name. but when we send an email it only take first word of the string. Can anybody please tell me how can i achieve this functionality Without writing any workflow or plug ins? Thanks

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  • Retrieving a single Guid in CRM 4.0

    - by user1746560
    I'm new to CRM (version 4.0) and i'm trying to return a 'yearid' guide based on a given year (which is also stored in the entity).So far i've got: public static Guid GetYearID(string yearName) { ICrmService service = CrmServiceFactory.GetCrmService(); // Create the query object. QueryExpression query = new QueryExpression("year"); ColumnSet columns = new ColumnSet(); columns.AddColumn("yearid"); query.ColumnSet = columns; FilterExpression filter = new FilterExpression(); filter.FilterOperator = LogicalOperator.And; filter.AddCondition(new ConditionExpression { AttributeName = "yearName", Operator = ConditionOperator.Equal, Values = new object[] { yearName} }); query.Criteria = filter; } But my questions are: A) What code do in addition to this to actually store the Guid? B) Is using a QueryExpression the most efficient way to do this?

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  • Microsoft CRM Dynamics Install

    - by Pino
    Trying to install CRM4.0 on Windows Small Business Server. We get through the isntall process (Setting up database, website, AD etc) when we clikc install though the following error is dumped to the log file, anyone point us in the right directon? 13:49:07| Info| Win32Exception: 1635 13:49:07| Error| Failed to revoke temporary database access.System.Data.SqlClient.SqlException: Cannot open database "MSCRM_CONFIG" requested by the login. The login failed. Login failed for user 'SCHIP\administrator'. at System.Data.SqlClient.SqlInternalConnection.OnError(SqlException exception, Boolean breakConnection) at System.Data.SqlClient.TdsParser.ThrowExceptionAndWarning(TdsParserStateObject stateObj) at System.Data.SqlClient.TdsParser.Run(RunBehavior runBehavior, SqlCommand cmdHandler, SqlDataReader dataStream, BulkCopySimpleResultSet bulkCopyHandler, TdsParserStateObject stateObj) at System.Data.SqlClient.SqlInternalConnectionTds.CompleteLogin(Boolean enlistOK) at System.Data.SqlClient.SqlInternalConnectionTds.AttemptOneLogin(ServerInfo serverInfo, String newPassword, Boolean ignoreSniOpenTimeout, Int64 timerExpire, SqlConnection owningObject) at System.Data.SqlClient.SqlInternalConnectionTds.LoginNoFailover(String host, String newPassword, Boolean redirectedUserInstance, SqlConnection owningObject, SqlConnectionString connectionOptions, Int64 timerStart) at System.Data.SqlClient.SqlInternalConnectionTds.OpenLoginEnlist(SqlConnection owningObject, SqlConnectionString connectionOptions, String newPassword, Boolean redirectedUserInstance) at System.Data.SqlClient.SqlInternalConnectionTds..ctor(DbConnectionPoolIdentity identity, SqlConnectionString connectionOptions, Object providerInfo, String newPassword, SqlConnection owningObject, Boolean redirectedUserInstance) at System.Data.SqlClient.SqlConnectionFactory.CreateConnection(DbConnectionOptions options, Object poolGroupProviderInfo, DbConnectionPool pool, DbConnection owningConnection) at System.Data.ProviderBase.DbConnectionFactory.CreateNonPooledConnection(DbConnection owningConnection, DbConnectionPoolGroup poolGroup) at System.Data.ProviderBase.DbConnectionFactory.GetConnection(DbConnection owningConnection) at System.Data.ProviderBase.DbConnectionClosed.OpenConnection(DbConnection outerConnection, DbConnectionFactory connectionFactory) at System.Data.SqlClient.SqlConnection.Open() at Microsoft.Crm.CrmDbConnection.Open() at Microsoft.Crm.Setup.Database.SharedDatabaseUtility.DeleteDBUser(String sqlServerName, String databaseName, String user, CrmDBConnectionType connectionType) at Microsoft.Crm.Setup.Server.RevokeConfigDBDatabaseAccessAction.Do(IDictionary parameters) 13:49:07| Error| HResult=80004005 Install exception.System.Exception: Action Microsoft.Crm.Setup.Server.MsiInstallServerAction failed. --- System.ComponentModel.Win32Exception: This update package could not be opened. Verify that the update package exists and that you can access it, or contact the application vendor to verify that this is a valid Windows Installer update package at Microsoft.Crm.Setup.Common.Utility.MsiUtility.InstallProduct(String packagePath, String commandLine) at Microsoft.Crm.Setup.Server.MsiInstallServerAction.Do(IDictionary parameters) at Microsoft.Crm.Setup.Common.Action.ExecuteAction(Action action, IDictionary parameters, Boolean undo) --- End of inner exception stack trace --- at Microsoft.Crm.Setup.Common.Action.ExecuteAction(Action action, IDictionary parameters, Boolean undo) at Microsoft.Crm.Setup.Common.Installer.Install(IDictionary stateSaver) at Microsoft.Crm.Setup.Common.ComposedInstaller.InternalInstall(IDictionary stateSaver) at Microsoft.Crm.Setup.Common.ComposedInstaller.Install(IDictionary stateSaver) at Microsoft.Crm.Setup.Server.ServerSetup.Install(IDictionary data) at Microsoft.Crm.Setup.Server.ServerSetup.Run() 13:49:07| Info| Microsoft Dynamics CRM Server install Failed. 13:49:07| Info| Microsoft Dynamics CRM Server Setup did not complete successfully. Action Microsoft.Crm.Setup.Server.MsiInstallServerAction failed. This update package could not be opened. Verify that the update package exists and that you can access it, or contact the application vendor to verify that this is a valid Windows Installer update package

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  • Oracle Fusion CRM Implementation Bootcamp for EMEA Systems Integrators - Paris July 24-26th

    - by Richard Lefebvre
    To support partner success and increase win potential with Fusion CRM, we are organizing a unique bootcamp on Fusion CRM intended for Oracle EMEA partners on July 24th to 26th. Join us for this outstanding Bootcamp and learn from Oracle Corporation in-depth know-how on Fusion CRM. The official announcement will be forthcoming, yet we wanted you to determine the appropriate candidate to attend this workshop. Further to this we will send the actual invitation to the selected candidate. Due to the limited number of seats, we will be limiting the number of registrations per SI company and will be selecting the participants. If you are interested to have one or more representatives of your company to attend this bootcamp, please send an email to [email protected] by June 18th indicating the name and email address of the participants you would like to nominate, ranked by priority. What will we cover: This Bootcamp presents the fundamental concepts of the Oracle Fusion CRM applications. It introduces you to each functional area of the product, how it is used, and what you need to consider when implementing it for an organization. While we do examine implementation considerations, we do not address the detailed steps of implementation. Instead, we direct you to the relevant resources to learn more. Topics covered: Fusion CRM Introduction Fusion CRM Security Introduction Fusion Functional Setup Manager Introduction Customer Model Introduction Customer Center Introduction Customer Data Management Introduction Marketing & Campaigns Introduction Lead Management Introduction Territory Management Introduction Territory Modeling Introduction with Exercise Opportunity Management Introduction Forecasting Introduction Analytics Introduction CRM For Microsoft Outlook Introduction Customizing with Composers Introduction Roundtable Discussions, and time for hands-on labs (day 2, 3, 4) Next Steps, available resources, ongoing learning path, partner environments, keeping in touch and feedback Bootcamp Goals: Enable a new Fusion CRM implementation team member to: Describe the scope of Oracle Fusion CRM applications Describe the basic security model Describe the customer model Perform common sales and marketing user transactions Access and navigate the Functional Setup Manager Model territories in Fusion CRM using sample business requirements Do necessary planning before implementing the offerings and options Describe the analytics available with the Fusion CRM product Describe the basic page customizations that can be done to meet business requirements Find documentation and other courses to assist in performing setup tasks Expectations: This Bootcamp program should prime the SI organization implementation consultants to attain the basic skills necessary to support a consulting practice in the delivery, scoping, pricing, and planning of your Fusion CRM Implementations. Oracle University will begin to offer additional deep skill training, starting this summer, designed to follow the Introduction Bootcamp. Participants will be expected to participate in labs, exercises, workshops and roundtable discussions with the Oracle Product Managers. Who should attend: This class is designed for your lead CRM Implementation consultants, those who will support your Fusion CRM consulting practice as it grows. These individuals may be members of a centre of excellence, or skills leadership office. The individual who is attending the bootcamp must have prior experience implementing a CRM solution. Intended Audience: Oracle Diamond, Platinum and Gold Level SIs (Top SIs) with specialization in Oracle Applications CRM implementations, with a commitment to achieving Fusion CRM Implementation Specialization. Commitment expressed through an investment in a Center of Excellence/Innovation Center for Fusion CRM Applications. Individuals who will support the implementation practice as it is forming and will deliver Fusion CRM On Premise and Cloud Services implementations. Functional practice leaders, the future Fusion Application Wizards within the SI's organization. This Bootcamp is designed for people who: Will deliver Fusion CRM implementations Have had little or no exposure to Fusion CRM applications Are familiar with at least one other CRM application Have a business analyst level of technical background Prerequisites: Please note, that participants will be asked to take self-service-trainings (video format) and pass the related assessments prior to joining the Bootcamp. Fees: This event is FREE of charge for Oracle partners. When: 24 July – 26 July, 2012 (8:30 - 18:00 each day, including the last day; with recommended but optional evening events on all three days from 18:00 - 20:00 hrs) Where: Paris, France (Location to be defined) Travel: To make your travel hassel free, we kindly suggest you to plan your arrival to Paris on July 23rd and your departure on the 27th. Agenda: The final agenda and registration details will be issued closer to the event date.  

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  • MS CRM - getting the field that caused a form save

    - by CraigF
    I have a MS CRM 4 form where when certain fields are changed, I need those fields to be written to an excel sheet. So, I edited the form field onchange event to call crmform.save() which triggers a plugin to run that writes the field value to a named range (1 cell) of an excel sheet. However, I don't know which field caused the save. Is there a way to get that information? (Not all fields on the form need to go to the excel sheet) If I use this: DynamicEntity target = (DynamicEntity)Context.InputParameters[ParameterName.Target]; I can look at specific fields, but I have no way of knowing which ones changed. Any suggestions?

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  • Oracle CRM in the UK- Gartner CRM Summit 2010

    - by divya.malik
    We are now headed to the UK to co-sponsor and participate in the Gartner Customer Relationship Management Summit 2010 on the 16th and 17th of March in London. Oracle CRM Vice President Mark Woollen will be presenting on Tuesday, 16 March 2010 from 15:20-15:50 on                                                                                                                                          CRM is dead, long live CRM?  Everyone is saying the world has changed and with it a new set of acronyms/buzzwords/vendors etc have appeared. What does this really mean for CRM software? Is it Dead or Alive? Listen to Mark’s view from Oracle and its customers.                  Location- Westbourne 2, Level –1. Also stop by the Oracle booth at the demogrounds.  The event looks promising with some great content from the Gartner analysts and from what the Gartner folks just told me, the event is oversold. And the weather in London town? As expected…slight showers on Monday with a high of 49 degrees F and partly cloudy on Tuesday, with a high of 50 degrees F.

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  • What Can You Do When You Need More Than Just CRM?

    - by charles.knapp
    Sometimes a company needs more than just CRM to grow profitably. What if you also need ERP for streamlining the rest of your operations? Unlike CRM-only companies, Oracle can help you - today. For example, Myriad Genetics was an early pioneer and is currently a global life sciences leader in the exciting field of molecular diagnostic products. To keep pace with company growth, Myriad needed to integrate disparate systems and automate paper-based processes. Furthermore, Myriad needed to increase sales pipeline visibility to maximize customer service. Myriad selected Oracle CRM On Demand and E-Business Suite ERP applications. As a result, Myriad standardized sales processes, ensured greater visibility into the pipeline, and improved customer service. Read more here about Myriad and their business results.

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